FWM

Frontier Wealth Management Portfolio holdings

AUM $1.38B
1-Year Est. Return 6.29%
This Quarter Est. Return
1 Year Est. Return
+6.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$349M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$311M
2
+$10.5M
3
+$4.07M
4
JPUS icon
JPMorgan Diversified Return US Equity ETF
JPUS
+$2.52M
5
EAF icon
GrafTech
EAF
+$2.42M

Top Sells

1
+$5M
2
+$2.06M
3
+$1.83M
4
INCY icon
Incyte
INCY
+$1.48M
5
P
Pandora Media Inc
P
+$1.35M

Sector Composition

1 Energy 37.97%
2 Financials 10.47%
3 Healthcare 6.96%
4 Technology 6.09%
5 Communication Services 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.38M 0.32%
166,100
-56,228
52
$3.31M 0.32%
97,030
+20,147
53
$3.22M 0.31%
24,098
-3,277
54
$3.15M 0.3%
14,175
+335
55
$3.15M 0.3%
93,301
+34,113
56
$3.1M 0.3%
132,277
+2,595
57
$3.01M 0.29%
10,287
-149
58
$2.83M 0.27%
28,325
+931
59
$2.82M 0.27%
34,997
+707
60
$2.79M 0.27%
89,271
+5,088
61
$2.69M 0.26%
15,169
+171
62
$2.64M 0.25%
34,170
-3,253
63
$2.63M 0.25%
84,586
-18,220
64
$2.61M 0.25%
22,692
+111
65
$2.6M 0.25%
47,423
-373
66
$2.54M 0.24%
32,512
-1,010
67
$2.53M 0.24%
92,541
+2,767
68
$2.52M 0.24%
15,091
-805
69
$2.52M 0.24%
37,178
-765
70
$2.5M 0.24%
31,077
-1,260
71
$2.43M 0.23%
26,942
-896
72
$2.42M 0.23%
+12,400
73
$2.41M 0.23%
31,135
+951
74
$2.35M 0.22%
56,185
+3,805
75
$2.33M 0.22%
37,393
+720
1 2
3
4 5